Wealth Advisor: Holistic Planning & Digital Investing

JPMorganChase; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in Chicago, Illinois. The role involves offering comprehensive financial planning and investment solutions to individuals and families, emphasizing client relationship management and support. Candidates should have at least 2 years in a Financial Advisor role, relevant licenses, and exhibit integrity and passion for client education. The firm offers a robust total rewards package, focusing on diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Provide personalized investment solutions based on client needs.
• Support teammates’ success and foster a culture of diversity.
• Educate clients on technology available to monitor their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Investment solutions

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license (63/65)

Life, Health, and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Chicago, Illinois. The role involves offering comprehensive financial planning and investment solutions to individuals and families, emphasizing client relationship management and support. Candidates should have at least 2 years in a Financial Advisor role, relevant licenses, and exhibit integrity and passion for client education. The firm offers a robust total rewards package, focusing on diversity and inclusion.